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Education - What do our designations mean?

https://www.csi.ca/student/en_ca/designations/index.xhtmlThe length of time a person has been in the industry, their expertise and many educational courses are needed to obtain certain designations. If an advisor represents that she or he has special expertise, or if an advisor tells you that he or she has a certain designation or certification, ask questions so you fully understand their background and expertise. We have invested a lot of our time and effort to earn some of the highest designations in our industry. Our experience and credentials allow us to provide a seasoned well rounded approach to your entire situation. The link above allows you to go to the CSI website to obtain more information on the designations that we have on our team.

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The information on this website is solely the work of Ron Zwicker and Vicki Cook, this is not an official publication of Echelon Wealth Partners, and the author is not a Echelon research analyst. The views (including any recommendations) expressed are those of the author alone, and they have not been approved by, and are not necessarily those of, Echelon.

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